That may be all you need, but read on for details on what the next level can do for
you.
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IRS forms in Premium Level ONLY
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Who needs it (the most common use)
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Form 1310 Claim for
Refund Due a Deceased Taxpayer
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A person claiming a refund on behalf of a deceased taxpayer
(if not exempted)
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Form 2120 Multiple Support Declaration
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Anyone who did not pay more than half of support for
all claimed dependents.
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Form 2350 Application for Extension
for certain taxpayers living abroad
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Taxpayers who need extra time before filing their return
in order to meet residence tests for the
foreign earned income exclusion.
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Form 2555 Foreign Earned Income
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Anyone with income in a foreign country
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Form 2848 Power of Attorney and
Declaration of Representative
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Taxpayers who want to authorize someone else to represent them
before the IRS.
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Form 4136 Fuel Tax Credit
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Farmers with gas-powered farm equipment (full refund
of fuel tax paid)
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Form 4137 Social Security and Medicare Tax
on Unreported Tip Income
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Anyone with tip income not reported to the employer
or tip income allocated by the employer on a W-2
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Form 4255 Recapture of Investment
Credit
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Any business that sells equipment within 5 years of
the credit claim
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Form 4970 Tax on Accum. Distrib. of
Trusts
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Beneficiaries of trusts that don't distribute
all their income each year
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Form 4972 Tax on Lump Sum
Distributions
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Those who withdraw entire balance from pension and
profit-sharing plans
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Form 5884 Work Opportunity
Credit
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Employers who paid 1st-year wages to
targeted groups such as veterans
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Form 6198 At Risk Limitations
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Anyone with losses from amounts not at risk,
especially from partnerships
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Form 6478 Alcohol Fuel Credit
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Anyone who uses alcohol as fuel (credit for use of
ethanol or methanol)
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Form 6765 Credit for Increasing
Research
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Businesses with technological research for new
products
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Form 6781 Gains and Losses From Section
1256 Contracts and Straddles
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Investors in futures contracts or non-equity
options, plus option and commodity dealers with equity options or security
contracts
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Form 8271 Investor Reporting of Tax
Shelter Registration Number
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Anyone who invests in a registered tax shelter
(whether reported loss or not)
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Form 8332 Release of Claim to Exemption for Child
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Anyone who claims an exemption for a child for whom they are not
the custodial parent
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Form 8379 Injured Spouse Claim and
Allocation
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Relief for spouse whose refund is reduced by
spouse's federal liabilities
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Form 8396 Mortgage Interest
Credit
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Anyone with a qualified Mortgage Credit Certificate
from state/local agency
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Form 8586 Low Income Housing
Credit
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Anyone with new residential rental buildings in
low-income housing projects
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Form 8594 Asset Acquisition
Statement
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To report transfers of assets without including
goodwill in basis
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Form 8611 Recapture of Low Income Housing
Credit
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Recapture of previously claimed credit if basis
decreased or disposed of property without the proper bong or collateral
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Form 8801 Credit for Prior Year Min.
Tax
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Anyone with prior AMT or disallowed fuel or electric
vehicle credit
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Form 8815 Exclusion of Interest from
Series EE Bonds
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Anyone who cashes in Series EE or I bonds issued
after 1989 (may be totally nontaxable)
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Form 8822 Change of Address
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Anyone who changed their mailing address after their last Form
1040 was filed
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Form 8824 Like-Kind Exchanges
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Anyone who wants to defer tax on sale based on
like-kind exchange rules
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Form 8828 Recapture of Federal Mortgage Subsidy
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Taxpayers who sold their home within
9 years of receiving a federally subsidized loan.
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Form 8834 Qualified Electric Vehicle
Credit
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Partners or shareholders who received credit from
pass-through entities for cars powered by
rechargeable batteries or fuel cells that the entities placed in
service before 2007 but within their 2007 fiscal year.
(The credit has expired, so individuals can no longer take the credit
on cars they placed in service during the tax year.)
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Form 8839 Qualified Adoption
Expense
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Those who adopt (up to $10,000 per child for
adoption fees, attorneys, etc)
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Form 8846 Credit for Employer Social
Security and Medicare Taxes Paid on Certain Employee Tips
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Employers of those who receive tips for food or
beverage service
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Form 8853 Archer MSAs and Long-Term Care
Insurance Contracts
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Anyone with any activity in Medical Savings Accounts
or long-term contracts for care insurance
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Form 8859 D. C. 1st-Time
Homebuyer Credit
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Anyone who purchased a main home for the first time
in D.C.
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Form 8861 Welfare-to-Work
Credit
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Employers who paid wages to welfare recipients (35%
to 50% of wages)
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Form 8862 Information to Claim Earned
Income Credit After Disallowance
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Anyone who wants to claim EIC but was disallowed it
in the past for reasons other than math or clerical errors
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Form 8885 Health Coverage Tax
Credit
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Trade Adjustment Assistance recipients who pay their
own health insurance
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Form 8889 Health Savings Accounts
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To figure the deduction for contributions, the taxable part of
distributions, and the 10% penalty on certain distributions
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